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Melissa Christine Gunter

Creative Financial Designs, Inc.

Lenexa, KS

Kokomo, IN

CRD 6360356

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Employer firm

Creative Financial Designs, Inc. CRD 109032

$2.94B regulatory AUM 473 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Creative Financial Designs, Inc.

2704 S Goyer Rd, Kokomo, IN 46902 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2017-01-18
  • KS RA
    APPROVED
    Since 2017-01-18

Branch Locations

8730 Bourgade Ave Suite 100, Lenexa, KS 66219 • United States

2704 S Goyer Rd, Kokomo, IN 46902 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lfs Wealth Advisors Lenexa KS 08/2014 08/2025
Lfs Wealth Advisors Lenexa KS 08/2025 Present
Cfd Investments, Inc Kokomo IN 08/2025 Present
Creative Financial Designs, Inc Kokomo IN 08/2025 Present
  • 08/2014 → 08/2025
    Lfs Wealth Advisors
    Lenexa, KS
  • 08/2025 → Present
    Lfs Wealth Advisors
    Lenexa, KS
  • 08/2025 → Present
    Cfd Investments, Inc
    Kokomo, IN
  • 08/2025 → Present
    Kokomo, IN
Other Businesses

1.) Creative Financial Designs, Inc; Investment-related; 2704 S Goyer Rd, Kokomo, IN 46902; Investment Adviser Representative; 8/2025 2.) Independent Insurance Sales; Investment-related; 14654 S Earnshaw St., Olathe, KS 66062; Insurance Sales; Agent; 10/17/2023; 5 hours/month; 5 hours/month; issuing life insurance policies 3.) LFS Wealth Advisors, LLC; Investment-related; Lenexa, KS; DBA name; Managing Director; 07/2014; 160 hours/month; 145 hours during trading hours; Oversee day to day operations of LFS Wealth Advisors, assist clients when needed, and other tasks to keep business running smoothly

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-14
S63 Uniform Securities Agent State Law Examination 2014-11-11
  • S66 Uniform Combined State Law Examination
    2015-05-14
  • S63 Uniform Securities Agent State Law Examination
    2014-11-11
Other Names
  • Melissa Christine Middagh

View on SEC IAPD

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